DRAFT USER GUIDE

Essentials Bank User Administration

If you’re not the sole worker at your essentials bank, you’ll likely want other staff to have some access to Human Essentials.

Note that only people with admin status can administer users, and that partners are administered on a partner-by-partner basis (see Partner User Admin).

To manage the rights for your essentials bank users:

Click on the My Organisation view, then scroll down to the bottom. There is a user administration section there.

navigation users in organization

Inviting new users

Clicking “Invite User to this Organization” will open a popup where you will enter the name and email of the user. Once you click “Invite User”, they will receive an email with a link to follow to set up their password. Please note that this link expires. If they don’t click on the link in time, the workaround is for them to go to the login screen (http::/human_essentials.app) and click on “reset password”.

invite user pop_up

Promote a user to admin

To promote a user to admin, just click on the “actions” button beside their information, and then click on “Promote to Admin” promote_user

Demote an admin

To remove a admin’s admin rights, just click on the “Demote to User” button beside their information. This is a necessary step if you want to remove their rights entirely. [TODO: Discuss if this really is necessary – shouldn’t we be able to do this as one step?] Also note that you can’t demote yourself. This reduces the risk of leaving the bank without an admin accidentally! demote_user

Remove a user

To remove a user, just click on the “actions” button beside their information, and then click on “Remove User” (note that if they are an admin, you have to demote them first) remove_user

What to do if your admin has left without assigning a new one.

Send an email to info@humanessentials.app (or DM one of the human essentials staff on slack) explaining the situation, and we’ll walk you through our process for getting a new admin set up.